0001085146-22-002133.txt : 20220516 0001085146-22-002133.hdr.sgml : 20220516 20220516112458 ACCESSION NUMBER: 0001085146-22-002133 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KGH Ltd CENTRAL INDEX KEY: 0001549641 IRS NUMBER: 981036063 STATE OF INCORPORATION: E9 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14969 FILM NUMBER: 22926718 BUSINESS ADDRESS: STREET 1: CAVES POINT, 3C STREET 2: WEST BAY STREET CITY: NASSAU STATE: C5 ZIP: NA BUSINESS PHONE: 2144320585 MAIL ADDRESS: STREET 1: CAVES POINT, 3C STREET 2: WEST BAY STREET CITY: NASSAU STATE: C5 ZIP: NA FORMER COMPANY: FORMER CONFORMED NAME: KEY GROUP HOLDINGS (CAYMAN), LTD. DATE OF NAME CHANGE: 20120509 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001549641 XXXXXXXX 03-31-2022 03-31-2022 false KGH Ltd

CAVES POINT, 3C WEST BAY STREET NASSAU C5 NA

13F HOLDINGS REPORT 028-14969 N Yvonne Daffy 44-203-598-3368 /s/ Yvonne Daffy London X0 05-16-2022 1 36 1334439 false 1 0001591766 028-15644 KEY GROUP HOLDINGS USA INC. INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ANTERO RESOURCES CORP COM 03674X106 127502 4176294 SH SOLE 4176294 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 11540 1023958 SH SOLE 1023958 0 0 CANADIAN NAT RES LTD COM 136385101 5142 82965 SH SOLE 82965 0 0 CANADIAN SOLAR INC COM 136635109 5127 145000 SH SOLE 145000 0 0 CENTURY ALUM CO COM 156431108 22409 851713 SH SOLE 851713 0 0 CHESAPEAKE ENERGY CORP COM 165167735 55893 765130 SH SOLE 765130 0 0 CONSOL ENERGY INC NEW COM 20854L108 12574 334138 SH SOLE 334138 0 0 COTERRA ENERGY INC COM 127097103 17200 637734 SH SOLE 637734 0 0 CVR ENERGY INC COM 12662P108 24939 976483 SH SOLE 976483 0 0 ENERPLUS CORP COM 292766102 156660 12340077 SH SOLE 12340077 0 0 EQT CORP COM 26884L109 104612 3040150 SH SOLE 3040150 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 18327 2171402 SH SOLE 2171402 0 0 FLUOR CORP NEW COM 343412102 12078 420967 SH SOLE 420967 0 0 FLUOR CORP NEW COM 343412102 1725 1000000 SH Call SOLE 0 0 1000000 GRAPHIC PACKAGING HLDG CO COM 388689101 8409 419609 SH SOLE 419609 0 0 HF SINCLAIR CORPORATION COM 403949100 20528 515141 SH SOLE 515141 0 0 KOSMOS ENERGY LTD COM 500688106 72918 10141544 SH SOLE 10141544 0 0 NOBLE CORP NEW SHS G6610J209 1724 49191 SH SOLE 49191 0 0 NRG ENERGY INC COM NEW 629377508 14537 378960 SH SOLE 378960 0 0 OASIS PETROLEUM INC COM NEW 674215207 11437 78173 SH SOLE 78173 0 0 OCCIDENTAL PETE CORP COM 674599105 11778 700000 SH Call SOLE 0 0 700000 OLIN CORP COM PAR $1 680665205 24791 474190 SH SOLE 474190 0 0 OVINTIV INC COM 69047Q102 9526 176186 SH SOLE 176186 0 0 PDC ENERGY INC COM 69327R101 4511 62069 SH SOLE 62069 0 0 PEABODY ENGR CORP COM 704551100 61547 2509037 SH SOLE 2509037 0 0 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 85470 6113707 SH SOLE 6113707 0 0 RANGE RES CORP COM 75281A109 94397 3107221 SH SOLE 3107221 0 0 SUNCOR ENERGY INC NEW COM 867224107 7439 1365000 SH Call SOLE 0 0 1365000 SUNNOVA ENERGY INTL INC. COM 86745K104 1950 750000 SH Put SOLE 0 0 750000 TECHNIPFMC PLC COM G87110105 8386 1082000 SH SOLE 1082000 0 0 TECK RESOURCES LTD CL B 878742204 48715 1205351 SH SOLE 1205351 0 0 TURQUOISE HILL RES LTD COM 900435207 79584 2647774 SH SOLE 2647774 0 0 UNITED STATES STL CORP NEW COM 912909108 93597 2480050 SH SOLE 2480050 0 0 VALERO ENERGY CORP COM 91913Y100 31211 307378 SH SOLE 307378 0 0 WARRIOR MET COAL INC COM 93627C101 48085 1295742 SH SOLE 1295742 0 0 WESTROCK CO COM 96145D105 18171 386363 SH SOLE 386363 0 0